Filed September 8, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,298 | $160,055-1.1% | $140,016+13.1% | $135,375+16.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -7.33% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,082 | $6,420-36.4% | $5,606-27.2% | $4,779-14.6% |
| Participant deferral / active EE | $12,096 | $7,642+58.3% | $6,927+74.6% | $5,609+115.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |